| Plan name | SIH |
| Location | Carbondale, Ill. |
| Asset size ($MM) | $200 million - $500 million |
| Participants | 4,822 |
| Industry | Health care organization – not-for-profit |
| Participation rate | 94% |
| Average deferral rate | 8% |
| # of funds offered | 30 |
| Investment review | Yes |
| True-up match | No |
| Match vesting period | Immediately upon enrollment |
| Eligibility | Within 3 months of employment |
| Default deferral rate | 5% |
| Default investment | Target-date Fund (all types) |
| Automatic escalation | Yes - participants are defaulted into auto escalation at time of enrollment unless they opt out; all other participants can opt in at any time |
| Systematic withdrawals | Yes |
| Fee equalization | No, and we have no plans to research this in the short-term |
| Match Rate | 51%-99% of first 6% of salary |
| % receiving full match | Vast majority (75% or more) |
| Maximum employer contribution | 3% |
| Financial Education | |
Saving/Budgeting | Yes |
Investing strategies | Yes |
College saving | Yes |
Credit/Debt management | Yes |
Tax/Estate planning | Yes |
Retiree health costs/savings options​ | Yes |
| Recordkeeper | Empower Retirement |
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